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Showing 1 - 10 of 91 results for "MLC Wealth"

Iress fills APAC wealth role from within

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026
... investment products across brands including MLC, Plum, ANZ Smart Choice, OnePath and IOOF. He has also held senior roles at MLC Wealth, Colonial First State and Zurich Financial Services. "Having previously led Iress' superannuation business, and ...

Insignia Financial posts strong quarter

MATTHEW WAI  |  THURSDAY, 23 OCT 2025
... more than $700 million in funds under advice." Meanwhile, earlier this month, Insignia completed the transition of MLC Wealth custody service from NAB Asset Servicing to BNP Paribas. "This involved migrating 473 investment funds and superannuation portfolios ...

Insignia Financial takes $53.5m profit hit

ELIZA BAVIN  |  TUESDAY, 4 MAR 2025
... million of subordinated loan notes (SLNs) to NAB in May 2021 as part of the funding package to finance the acquisition of MLC Wealth from NAB. The SLNs include an equity-linked component under which the Additional Return Amount (ARA) is payable if the ...

Iress snags Insignia Financial executive

ELIZABETH FRY  |  FRIDAY, 9 AUG 2024
... as chief executive of super starting in November. Before his three years at Insignia, Wall held senior positions at MLC Wealth, Colonial First State and Zurich Financial Services. Iress chief executive Marcus Price noted his strong track record of leading ...

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
... "Having served as the chief executive of MLC, one of the most rewarding experiences was assisting more than a million MLC Wealth clients in preparing for and enjoying their retirement which is why aligning with a business solely focused on retirement ...

JANA awarded mandate by NFP

CHLOE WALKER  |  MONDAY, 20 FEB 2023
... south," she said. Last month, JANA bought out the 45% interest owned by Insignia Financial, following its acquisition of MLC Wealth. It comes after the appointment of JANA's chief executive Georgina Dudley in December 2022. "Since the initial buyout ...

JANA management buys out Insignia stake

JAMIE WILLIAMSON  |  WEDNESDAY, 25 JAN 2023
... Insignia have entered into a binding share sale agreement for the former's management team to buy the 45% stake which MLC Wealth had owned since 2017 when JANA's management acquired 55%. The shareholding transferred to Insignia when it, then ...

Separation of ANZ P&I business completes

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
... and people, aligned to our enterprise priority of simplification," he said. Insignia's work on the separation of the MLC Wealth business is continuing. "We are applying the learnings from the separation of the P&I business, as well as pivoting the people ...

Colonial First State CFO in new role

CHLOE WALKER  |  MONDAY, 28 MAR 2022
... family, the bank said. Morgan has previously held roles as chief financial officer and acting managing director of MLC Wealth, joining after five years as chief financial officer of Commonwealth Bank's wealth management business. He is also a former ...

What you read in 2021

JAMIE WILLIAMSON  |  FRIDAY, 17 DEC 2021
... That said, there is one non-super story that made the cut; IOOF's unexpected rebrand following its acquisition of MLC Wealth managed to sneak into the top 10. With more and more disruption, innovation and change anticipated in 2022, this list serves ...
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